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How to connect Cloze and HighLevel
Create a New Scenario to Connect Cloze and HighLevel
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Cloze, triggered by another scenario, or executed manually (for testing purposes). In most cases, Cloze or HighLevel will be your first step. To do this, click "Choose an app," find Cloze or HighLevel, and select the appropriate trigger to start the scenario.
Add the Cloze Node
Select the Cloze node from the app selection panel on the right.
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Add the HighLevel Node
Next, click the plus (+) icon on the Cloze node, select HighLevel from the list of available apps, and choose the action you need from the list of nodes within HighLevel.
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Authenticate HighLevel
Now, click the HighLevel node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your HighLevel settings. Authentication allows you to use HighLevel through Latenode.
Configure the Cloze and HighLevel Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Cloze and HighLevel Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Cloze, HighLevel, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Cloze and HighLevel integration works as expected. Depending on your setup, data should flow between Cloze and HighLevel (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Cloze and HighLevel
Cloze + HighLevel + Google Sheets: When a new contact is created or updated in Cloze, a corresponding contact is created or updated in HighLevel. The contact's information is then logged as a new row in a Google Sheet for tracking and reporting purposes.
HighLevel + Cloze + Slack: When an opportunity is updated in HighLevel, specifically when it reaches a deal-won stage, the corresponding person's profile in Cloze is updated, and a message is sent to a designated Slack channel announcing the successful deal.
Cloze and HighLevel integration alternatives
About Cloze
Use Cloze in Latenode to automate your CRM and sales processes. Automatically update records, trigger follow-ups, and generate reports based on real-time data. Integrate Cloze with other apps like email, calendars, and databases using Latenode's visual editor. Customize flows with JavaScript or AI for advanced lead qualification and faster deal closing.
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About HighLevel
Use HighLevel with Latenode to automate marketing and sales tasks. Sync leads, trigger follow-ups, and manage campaigns within visual workflows. Connect HighLevel to other apps, enrich data with AI, and scale operations without complex coding. Latenode offers flexible automation at a predictable cost.
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See how Latenode works
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FAQ Cloze and HighLevel
How can I connect my Cloze account to HighLevel using Latenode?
To connect your Cloze account to HighLevel on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Cloze and click on "Connect".
- Authenticate your Cloze and HighLevel accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new Cloze leads to HighLevel campaigns?
Yes, easily! Latenode lets you automate the entire process, instantly adding new Cloze leads to specific HighLevel campaigns for targeted follow-ups and nurturing.
What types of tasks can I perform by integrating Cloze with HighLevel?
Integrating Cloze with HighLevel allows you to perform various tasks, including:
- Automatically creating HighLevel contacts from new Cloze leads.
- Updating HighLevel opportunities when Cloze deals reach a new stage.
- Sending SMS messages via HighLevel upon Cloze deal closure.
- Syncing contact information between Cloze and HighLevel databases.
- Triggering HighLevel workflows based on Cloze activity.
How secure is connecting Cloze to HighLevel on Latenode?
Latenode employs robust security measures, including encryption and secure authentication, to protect your data during Cloze and HighLevel integration.
Are there any limitations to the Cloze and HighLevel integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript coding.
- Real-time synchronization depends on Cloze and HighLevel API availability.
- The number of operations depends on your Latenode plan.
